NYLIM
ZUO

New York Life Investment Management’s Zuora, Inc. ZUO Stock Holding History

New York Life Investment Management’s Portfolio ZUO Stock Details ZUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-280,214
Closed -$2.78M – 862
2024
Q4 		$2.78M Buy
+280,214
New +$2.72M 0.03% 471

Other funds holding ZUO

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

New York Life Investment Management's ZUO Position: Q1 2025 in Review

New York Life Investment Management sold out of Zuora, Inc. (ZUO) in Q1 2025, closing a stake of 280,214 shares — an estimated $2.78M sold.

New York Life Investment Management first reported a position in ZUO in Q4 2024 and held it in 1 quarter. The position peaked at $2.78M in Q4 2024. 2 funds tracked by Wall St. Rank hold ZUO as of Q1 2025.

  • New York Life Investment Management reported no remaining Zuora, Inc. position as of Q1 2025 after selling out during the quarter.
  • New York Life Investment Management sold 280,214 Zuora, Inc. shares in Q1 2025, an estimated $2.78M.
  • New York Life Investment Management first reported a position in Zuora, Inc. in Q4 2024 and held it in 1 quarter.
  • New York Life Investment Management's Zuora, Inc. position peaked at $2.78M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Zuora, Inc. as of Q1 2025.

Based on New York Life Investment Management's 13F filing for Q1 2025, filed 8 May 2025.